CA In an interview with BITV, Mahendra Kamath discusses how to become a Professional Advisor. He explains how he went from being a LIC Agent to becoming a Professional Advisor. He sheds light on a few crucial points/factors that can help you become a competent adviser as well.
- Ongoing education
- In-depth product understanding
- Implementation
- Professional office setting
- Consider your own personal development.
- Hire qualified personnel
- Keep up with the newest technology, software, and systems.
- Seek advice/guidance from your mentor on a regular basis.
- Surround yourself with people who are cheerful, encouraging, and supporting.
- Be open and honest with your clients.
